Manning & Napier Investor Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
67
Avg account
$0

Firm details

Headquarters
Fairport, New York
CRD number
26266
Registered since
June 15, 1990

Firm profile

FINTRX

Overview

Manning & Napier Investor Services, Inc. is organized as a corporation with an ownership structure described as a domestic entity and individual. Public-facing data for the firm is limited and does not enumerate specific lines of advisory activity, client segments, or fee arrangements. The firm is identified as unclassified in the snapshot summary and is not described as a capital allocator, pension consultant, related adviser, or multi-state adviser in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fairport, NY

Monroe

Location

Fairport, NY

Headquartered in Fairport, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
290 Woodcliff Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth